FREE LIVE TRAINING:
February 15th, 2024 @ 2pm ET

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Client Acquisition Masterclass

Learn the Most Proven Process To Attract & Acquire More Ideal Clients 

Most advisors work too many hours, for too little money, serving too many of the wrong clients. 93% to be exact!

The primary reason is that most client acquisition processes pretty much guarantee that you will acquire the WRONG clients.

If you've ever wasted your time (and money) on unproven client acquisition processes that produce less-than-ideal results, you know how frustrating it can be to squander your greatest asset, your time.

Don't settle for client acquisition processes that lead to working too many hours, for too little money, and serving too many of the WRONG clients! Instead, focus on Ideal Client acquisition.

Join Top Advisor Trainer, Bill Bachrach on a FREE LIVE 1-hour Client Acquisition Masterclass designed for financial advisors who are serious about acquiring clients who pay them at least $10k of annual recurring revenue, either as a flat fee, planning fee plus % of AUM, or just straight AUM.

Many advisors who implement this process consistently earn between $30k and $100k of recurring revenue, per client, per year.

CLICK HERE TO REGISTER

LIVE Training Starts Thursday, February 15th @ 11:00 am PT / 2:00 pm ET

Join Top Advisor Trainer and Coach, Bill Bachrach for this free masterclass and you'll learn how to:

  • Make More Money by learning how to attract and acquire Ideal Clients who each pay you more annual recurring revenue. 
  • Work Fewer Hours by not wasting time on unproven and expensive methods of client acquisition that generate less-than-ideal leads and prospects.
  • Serve Fewer Clients who pay you $10,000, $20,000 or $30,000 per year (or more). 
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"I’ve tried so many different programs and processes to acquire Ideal Clients and this one is exponentially better than everything else."

- Max C. (Arvada, CO)

"The power of this process is just mind-boggling."

- Dan F. (Loves Park, IL)

"Exactly what I needed! Since implementing the process I’m 4 out of 4 on getting hired."

- Kathleen L. (Lake Zurich, IL)

"I added $50k in new recurring revenue in the first 33 days. I implemented, and it worked. Thank you for the new $50k in recurring revenue so far."

- Armando R. (Scottsdale, AZ)

"In 45 days after the training, I added 1 Ideal Client at $7,700 AUD and 2 profitable non-Ideal Clients at $11,200 AUD.

- Paul G. (Kent Town, Australia)

"I brought on 5 new Ideal Clients who pay me a total of $90,000 in annual recurring revenue. Super happy with the process I learned and the results!"

- Andrew W. (Acworth, GA)

Build Your Ideal Client Acquisition Playbook

The ability to attract and acquire Ideal Clients is a critical skill for success.

The fundamentals of mastering client acquisition haven't changed any more than the fundamentals of money, saving, or investing have changed in the past 30 years. 

During the Client Acquisition Masterclass you'll learn the 5 fundamentals you must know and implement to master client acquisition, and since it's live, stay on the Masterclass after all the content is delivered to answer every single question asked by you and other advisors to support you along your client acquisition journey.

It's free to attend but space is limited and we often fill up the virtual Masterclass room.

Put this complimentary, high-value online training firmly on your calendar and don’t let a low-priority distraction derail you from showing up.

CLICK HERE TO REGISTER

"There is nothing as good as this process. I've gone from charging zero for a financial plan to $2,500, and I’m raising my fee to $5,000 based on what I learned."

- Frank P. (Oakland, CA)

"I built my $1.5M fee-based business by implementing the powerful, repeatable process from this Masterclass. I wish I had this process from my first day in the business!"

- Sybil P. (Denver, CO)

"I'm 3 for 3! The first 3 times I used this process I asked for a 5k up-front fee for planning — and got it! That's $15k ROI quickly using this process."

- Shannon H. (Naples, FL)

CLIENT ACQUISITION MASTERCLASS

LIVE Training Starts Thursday, February 15th @ 11:00 am PT / 2:00 pm ET

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CLICK HERE TO REGISTER

5 Key Takeaways You'll Learn From The Masterclass:

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CLIENT ACQUISITION

Learn the best (and only) definition of Client Acquisition that will guide all of your decisions, focus, and actions.

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IDEAL CLIENTS

Learn who should be your Ideal Client and why.

AVOID THIS MISTAKE

Discover the BIG mistake that most advisors make and what to do about it.

STEAL OR RESCUE

Learn why it is easy to “steal” (or rescue) the best clients from established advisors.

CRITICAL CONVERSATIONS

Learn the 7 Critical Conversations for client acquisition mastery to attract & acquire more Ideal Clients quickly.

Bill Bachrach

After being a successful advisor himself by creating and implementing a process called Values-Based Financial Planning™, Bill Bachrach went on to be a trainer and coach for other financial advisors worldwide.

Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.

For the last 21 years, Bill has led what is known as the Committed Advisor Mastermind Program which consists of a 4-year commitment at $5,000 / month (Yes, your math is correct, a $240k investment for an advisor).

In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process at an affordable price.

AdvisorRoadmap™ is Bill Bachrach's legacy to help advisors implement Values-Based Financial Planning™ and build their Ideal Business.

CLIENT ACQUISITION MASTERCLASS

LIVE Training Starts Thursday, February 15th @ 11:00 am PT / 2:00 pm ET

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